When moving multiple transactions Quicken shouldn't prompt on every reconciled transaction

JustMeHere

If you use move or cut and paste to move transactions from one register to another Quicken will prompt you on every reconciled transaction if you want to do it.  When moving multiple transactions the user should be able to select to do repeat the answer to that question for all the rest of the moves.

UKR

Simple way to avoid this:

• First block-select the transactions you want to move.
• Change them from "Reconciled" to "Cleared" or "Not reconciled": Right-click any highlighted transaction. Select Reconcile Status, select desired new status from popup.
• Block-select transactions again.
• Move them.
• Go to the destination account register.
• Block-select the just moved transactions and mark them "Reconciled".

Note: When moving transactions from one account register to another, never move the Opening Balance transaction. There should only be one Opening Balance transaction in an account register ever. Edit Date and Amount of the existing Opening Balance transaction as needed.

Rocket J Squirrel

UKR said:

Simple way to avoid this:

You call that "simple"? I call it a PITA. And it fails if some, but not all, of the transactions are reconciled. Step 2 loses the cleared/reconciled states and you'd have to print a report so you could restore them.

This suggestion has my vote.

JustMeHere

The very fact that you have to have a FAQ for the workaround and in this case even your second method of workaround it should be a red flag to everyone that it isn't right.

Quicken Anja

Hello All,

The Community Support team regularly reviews long-standing posts and Ideas for relevancy and current interest. This Idea seems to have stalled and we would like to gauge the current interest in this request. 

If you would like to see this idea implemented, please add your vote and a comment explaining how this idea would be beneficial for you. More information, including steps to vote and how to submit your own Ideas for future product features/improvements, is also available here.

Thank you,

Quicken Community Support Team

UKR

Despite the lukewarm reception, this request should be  implemented.
A single prompt should suffice for a block-move operation.

Rocket J Squirrel

I still support this idea. It seems clear there is a confirmation step inside the loop which should either be moved outside the loop or allow a single confirmation to bypass further multiple confirmations.

davidca

Need this now and didn't know it until I tried a mass transaction move! Comeon! Bottom line this is just a glorified database program and mass changes are sometimes needed to databases. The popup is great, just needs an option to confirm for processing all remaining records.

RnR

Am now trying to move 1000's of reconciled xactions from one account to another. Having to click 'ok' on each one. Searching for an easier way to do this and found this thread. I can get by with the work-around to clear all xactions first (I can make note of the few that truly are not yet reconciled, and reconcile all the others again after the move). But what a pain. Please add a 'yes to all' option. Thank you!

BDon

How do you block select

NotACPA

BDon said:

How do you block select

@UKR described that in his February 2020 post in this thread.

OOPS, I misremembered.  You click the 1st txn to be chosen and then Shift-click the last to be chosen.  Everything in between will be selected.

Rocket J Squirrel

RnR said:

Am now trying to move 1000's of reconciled xactions from one account to another. Having to click 'ok' on each one. Searching for an easier way to do this

Block select using Left Click and Shift-Click. Then COPY the transactions from the source account and PASTE them into the destination account. Quicken will not prompt for reconciled transactions. Then go to the source account and delete the copied transactions.